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Lead Scoring
Hi all, Is Pipedrive actively working on a native lead-scoring system within Pipedrive? I feel like this is an extremely important feature that other CRMs have had for a while now. Pipedrive is a sales-driven CRM and not having a native lead-scoring feature really lets it down. We really don't want to use a third-party…
Feature request: Add person as deal participant in automation
Hi I'd love the ability to add a deal participant via an automation. Or alternatively, the option [checkbox etc] to set any new person added to a custom person field on the deal as a deal participant. Here's my use case which I imagine would apply to lots of other users: I'm a mortgage broker. Leads come into PD via a…
Have tabs for the fields in the Deal Page
Be able to allocate the fields within the left hand column in a Deal to be categorised and then the left hand column can be tabbed so you can have several shorter lists of info rather than 1 long list as it currently is.
Organising Data Fields in Pipedrive to make it Easier to Find the Correct Info and Improve User Expe
Problem: Lots of data fields; no ability to organise them into sections with headings etc I would like to have the ability to group specific data fields together and add a heading/ sections. WHY? because I find that when there are several data fields including custom fields, I spend too long trying to find the field I'm…
Mac App + Shift to multi-select leads
Would love to have a PipeDrive Mac app in order to help compartmentalise workflows and give headspace to it as a dedicated task app. It's also a must that we have the ability to hold shift while clicking line checkboxes in leads and deals. I know in deals you can click and drag checkboxes but this isn't the most intuitive…
Copy URL to a Lead Filter
For Contacts, Organizations and Activities, when I create a filter, I can simply copy the URL and share it with a colleague, for them to open the exact same filter directly (provided it is a shared one). For Leads this does not seem to be possible, because the filter id is not in the URL. I always have to tell people to go…
Design Mail Inbox - Mark all as read buttom
I don't know if anyone else had the problem, but several times I have commited the error to mark all my mails like read in the Pipedrive inbox. As many, the knonw read mails are the ones for me I have not answered, so that brings me a lot of trouble. The design of the "mark all mails as read" buttom doesn't help a lot, as…
Customer specific pricing for products
Hi, as a Pipedrive partner for larger product-centric companies often have client-specific pricing for each product or product group. This would be a great addition also in means of account management in Pipedrive. In general, I think the product fuctionality can be a huge benefit for bigger audience if just a few…
Add categories to uploaded files
Hi, I'm working with files, uploading mainly PDFs, and images to Products and Deals. I have to say that the feature is quite nice, but lacks of a simple basic : categories (or labels)! Could it be possible to create customizable categories (or labels), just as we have them for Smart Docs and all other Pipedrive's sections…
Campaigns Sender Block
It would be very nice to be able to edit the style of the sender block footer in campaign. For example, allowing users to match it to their style guide by changing the background, font size and color. This is quite often how it is done with other providers like Mailchimp, Sendgrid, etc.
Ignore Duplicates on import from a spreadsheet
It would be very helpful if Pipedrive could ignore duplicates when I am importing data from an excel spreadsheet. Currently the two options of merging and creating a new deal do not work with my desired work flow.
Don't make product fields available if they are not usable in smart doc templates
All product fields look like they're useable in smart doc templates. You can even copy and paste the field merge code in the template. So imagine my surprise when the doc wouldn't populate with the field values. Turns out that the only product field you can use is product table. Which I only found out after contacting your…
Product price without VAT - missing option
Hi, We made a huge transformation in our quoting process, thank you Pipedrive for the boost! :) This week we went Live with the quoting generation directly from Sales Documents, based on the information added in the deal products. We have one marketing issue... Customers now only see the unit price with VAT and because…
[Feature Request] More fields available in e-mail templates
The email templates feature is missing many important fields and could be extended. For example: Deal ID - i would like to add the deal ID in the email Subject (for example) or use it in a link (see next suggestion). By saying Deal ID I'm talking about the number at the end of https://contoso.pipedrive.com/deal/428 Other…
iCal calendar support.
We use iCal to host our calendars. Supporting that would be awesome
Real-time notifications of website visitors in PD databaseMy understanding is that website visitor
My understanding is that website visitor notifications only happen on a weekly basis. It would be outstanding if there were real-time notifications (push on the app or email) for website visitors who are already entered as Contacts/Leads in our database. Progressive improvement would also be very appreciative. Meaning,…
Auto update status.pipedrive.com when there is a delay in webhook queue processing
Today my team experienced a delay in webhook events being delivered to our registered webhook endpoints, which we use to drive a custom integration with our own internal systems. Normally there's no issue with webhook events being delivered near real time, which is great, so when we experienced this delay that seemed to…
Products Data in E-Mail
We have a customer who sends current prices of his products to dealers via e-mail. Unfortunately, you have failed to make the product data fields accessible in emails. Option 1: Show the products assigned to a deal Option 2: Search for a product and insert the data directly into the email.
Hover over email to have copy option
Hello, very simple UI/UX idea, could you please add the Copy button when we hover on an email? Or, have a copy button right next to every email. Would save time!
Uploading attached products to Deals
Not having the ability to upload attached products to (past) Deals is a real headache because it means we can't get any meaningful product sale data out of insights. We barely use the insights functionality because it's so limited but one report we do need is product (and product category) sales. With all of our previous…
Participants / Email Templates
Pipedrive is a great tool, it needs a few additions that will improve the UX. Deals / Projects are completed by Multiple Team members. It's never 1 person's show. Now that we have multiple team members involved then we need all their contact info available as part of the Deals / Projects / Email Template For Customization…
Payment schedule - maximum number of payments
Hi, we have costomer contract and payment schedules that go beond the limit of 36 mth. Is it possible to rase the limit to ex. 60 months?
Multi-language forms & chat
Hello! It would be nice if the website is available for users in different countries to be able to use web-forms and chat in different languages as well. These should recognise the language of the person using it to show them the fields according to their language preference.
Batch Merge
When in the merge records section and there are many groups of suggested merge records allow to select each grouping and then merge all the groupings in a batch rather than going through each grouping and hitting the merge button each time.
Goal by product
Here at my company, we work with products. It would be great if we could set goals for each product to be monitored by our managers
Set Business Year End
Not all businesses have their fiscal year end match up to December 31st. Many have March 31st to match up with some government organizations. Our company picked November 30th, for example. It would be good to be able to set a fiscal year end date and then have the quarterly forecast reviews follow the users actual fiscal…
Recording customer feedback
We are going through ISO13485 medical device certification and we need to set up a customer feedback capability. I am thinking that if we could record the customer's feedback under the "contact" or "organization" record. This would be a good place
Colour code activities
It would be very useful to be able to select a colour for different activities so when looking at my calendar I can see at a glance what my activities are without having to click activity and go into them and read through My role is hybrid my meetings are in the field and remote based so it can difficult and take more time…
VAT
Hi To make Smart Doc work with VAT, we are obliged to indicate the price including tax. But then in the tables we only want to display the Amount HT
Excluding VAT with dealproducts
Hi all, In this article there is a screenshot with the options: * Including tax * excluding tax * no tax But in the article itself there is no paragraf about excluding tax and there is no excluding tax option in my pipedrive. Is there an setting that i cannot find? (I have pipedrive in Dutch)

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